Bill is an Investment Advisor Representative who helps his clients to understand their personal and professional goals through the financial planning process. His areas of specialty include retirement, estate, insurance and business owner planning. He brings over 38 years experience in the financial and insurance services industry.
Bill is owner and President of William E. Ward Insurance Agency, Inc. since 1979 and joined the Wealth Management Solutions, LLC team in 2012.
Bill graduated with a B.S. Degree from Bowling Green in 1974 and attended graduate school in Business Administration at The Ohio State University in 1976.
He is a Registered Representative in Ohio, North Carolina and Indiana and an Investment Advisor Representative in Ohio.
To learn more about Property and Casualty insurance services, visit his website at: www.associated-ins.com
William E. Ward is a registered representative and investment advisor representative offering securities and advisory services through Woodbury Financial Services, member FINRA and SIPC. Woodbury Financial Services is under separate ownership from any other named entity.